Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BROMFIELD SNEIDER WEALTH ADVISORS | 04-02-2024 | 03-31-2024 | 104 | 161,841,342 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $31,337,882 | 91,046 | 0.02 | 0.02 | -4,300 | -4.51 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $28,832,141 | 55,121 | 0.02 | 0.02 | -1,483 | -2.62 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 3 | $16,866,875 | 218,172 | 0.01 | 0.01 | 27,702 | 14.54 | 03-31-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 4 | $14,932,506 | 57,274 | 0.01 | 0.01 | 241 | 0.42 | 03-31-2024 |
